Prepare Advice in Superannuation
Robert Dickerson & Harry Gosper | 1st Edition (July, 2022)
Implement Financial Plans
Robert Dickerson & Harry Gosper | 2nd Edition (January, 2022)
Present and Negotiate Financial Plans
Develop Financial Plans
Robert Dickerson & Harry Gosper | 1st Edition (January, 2022)
Prepare Advice in Managed Investments
Comply With Ethical and Operational Guidelines, Legislation and Regulations in Financial Planning
Conduct Financial Product Research to Support Product Recommendations
Record and Implement Client Instructions
Conduct Financial Planning Analysis and Research
Monitor and Review Organisational System Compliance with Legislation and Regulations
